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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,126 | $124,346-62.9% | $111,308-58.6% | $167,536-72.5% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 14.32% | 37.45%-23.1pp | 54.67%-40.3pp | 478.82%-464.5pp |
| Employer contribution / active EE | $387 | $3,437-88.8% | $2,732-85.9% | $4,839-92.0% |
| Participant deferral / active EE | $5,392 | $5,182+4.1% | $4,487+20.2% | $6,342-15.0% |
| Admin fee / account holder | $270 | $10,621-97.5% | $7,965-96.6% | $12,315-97.8% |